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DealScope

About DealScope

Built for Teams That Want a Clearer View of Every Deal.

DealScope brings lead intelligence, pipeline forecasting, buying signals, and sales performance insights together to help revenue teams prioritize opportunities and make better decisions.

What is DealScope?

An AI-powered sales intelligence layer on top of your CRM.

DealScope works with your CRM and engagement information — deal stages, emails, meetings, and call notes — to score leads, estimate deal outcomes, and surface the signals that matter.

It doesn’t replace your CRM or ask reps to log more data. It reads the activity that already exists and turns it into a clear, ranked view of where to focus.

Illustrative demo data

Q4 · Mid-market AEs

Pipeline overview

Open pipeline

$1.84M

+6.2%

Weighted forecast

$612K

87% of target

Deals at risk

6

2 new this week

Buying signals

23

last 7 days

Forecast vs. target

Week 9 of 13
Closed wonCommitBest caseTarget
0250K500K750KW1W5W9W13Target $700K$612K commit

Priority deals

Sorted by AI score
AccountScoreWin prob.
MRHalcyon Health
86
72%
JTCorvid Analytics
81
66%
AKNorthfield Supply
74
41%
MRBrightline Freight
52
24%
SPMeridian Labs
63
33%

The problem

Revenue teams aren’t short on data. They’re short on a clear view of it.

Fragmented CRM data

Deal context is split across CRM fields, inboxes, calendars, call notes, and spreadsheets — and rarely in sync.

Uncertain forecasts

Commit calls lean on gut feel and stage labels that haven’t been updated in weeks.

Missed buying signals

A buyer revisits pricing or adds a new stakeholder, and nobody notices until the moment has passed.

Inconsistent pipeline visibility

Reps, managers, and leadership each see a different version of the pipeline — so priorities drift.

What DealScope does

Four capabilities, one connected view.

Each capability works on the same underlying deal data, so a buying signal can lift a lead score, change a deal estimate, and shape a coaching note at the same time.

See each capability in detail

AI Lead Scoring

Ranks leads by fit, engagement, and your historical conversion patterns, and shows the factors behind every score.

Deal Prediction

Estimates close probability and timing for each open deal, and highlights what changed when an estimate moves.

Buying Signal Detection

Watches email, meeting, web, and CRM activity for intent and routes each signal to the deal owner.

Sales Rep Coaching

Compares rep habits against your own top performers and suggests one focused area to improve.

How it works

Four steps from activity to action.

  1. Step 1

    Connect sales information

    Link your CRM and engagement sources. Your CRM remains the system of record.

  2. Step 2

    Analyze deal activity

    DealScope reads stage movement, engagement, and stakeholder activity across every open deal.

  3. Step 3

    Surface opportunities and risks

    Rising intent and stalled deals are flagged with the evidence behind each flag.

  4. Step 4

    Prioritize the next action

    Each rep gets a short, ranked list of what to do next — and why.

Built for revenue teams

One source of truth, four ways to use it.

Sales Representatives

Start the day with a ranked list of the deals and leads most worth your time, with context on why.

  • Prioritized daily focus
  • Signal alerts on your accounts
  • Suggested next steps

Sales Managers

Spot at-risk deals before pipeline review and coach with specifics instead of anecdotes.

  • Risk flags by rep
  • Coaching focus areas
  • Faster deal reviews

Revenue Operations

Get a consistent, explainable view of pipeline health without stitching exports together.

  • Pipeline hygiene checks
  • Explainable scoring
  • Forecast vs. target tracking

Sales Leadership

Make forecast commitments with a clearer picture of what is likely to close — and what isn’t.

  • Commit and best-case views
  • Team-level trends
  • Fewer forecast surprises

Product principles

What guides how we build DealScope.

Clearer pipeline visibility
Everyone — rep to CRO — should be looking at the same, current picture of every deal.
Actionable intelligence
A score is only useful if it points to a next step. Every insight comes with the reason and a suggested action.
Human-led decisions
DealScope informs judgment; it doesn’t replace it. Reps and managers stay in control of every call.
Efficient sales workflows
Less time updating fields and assembling reports, more time with buyers.

Make Every Deal Decision More Informed.

See how DealScope would surface priorities, risks, and signals in your own pipeline.